Financial Planning / Retirement Questions

I am going to convert some of my IRA to a ROTH this year. I have the money outside of..

I have a 457 that I will be able to draw down due to my age I need your help..

I am a 57 year old small business owner. We built a home 11 years ago and have refinanced from..

Don't know if you can answer this. . I am 70 yo. .I have a FHA mortgage of $109000. I..

I see questions about whether or not to work with a "financial adviser" being asked all the time. My "learned..

My wife & I putting 100 each in a roth. I put 500 a month in my work 401. putting..

When I retire where should I put my 401k ? I will need to withdraw some money annualy

I had a 401k and rolled it over to IRA when I left that employer. If I want to convert..

We have saved for retirement and are now in our sixties. While we have chosen investments ourselves over the years,..

I have a question about minimizing taxes on SS benefits in retirement. I'm 60, plan to retire at 65, have..

I am retired and not active at work. My company's 401 is paying a great fixed rate so I don't..

When does it make sense to use Roth IRA. I already am participating to the maximum to my 401K. Does..

My husband (who is disabled with younger onset Alzheimers) inherited, by trust, 2 farms with his 3 siblings. We have..

My husband got life insurance and beneficiaries are me and his 2 adult kids that don't live here. Should it..

My mother-in-law has a trust brokerage account along with my brother-in-law. He just died and she has been certified with..

My husband retired at 60, I'm still working and am 58. He has a pension for life. If he dies..

I understand I can give an amount each year to nieces and nephews without (inheritance or gift tax) and without..

Terry, in your column in today's Chicago Tribune you state the "The total value of life insurance and retirement policies..

How do I find a financial advisor?

I am retired - my income is substantially less from not working - living off some non-taxes inheritance for a..